Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
The following table is a summary of the different types of documents and interactions held in FYI, including:
- the icon that displays for each item
- the shortcut key used to create the document or interaction
Note: User Permissions may be required to create certain documents.
Icon |
Type | Shortcut Key |
Shortcut Action |
| Outgoing Email | E |
Creates an Email using Outlook. Can be created using a template. | |
| Incoming Email | N/A |
N/A | |
| Form | Q |
Creates a Form using a Form template. This is available for practices on the Elite Plan. |
|
| File Note | F |
Creates a file note for the client. | |
| Invoice | B |
Creates an Invoice. This is available for practices on the Elite Plan. |
|
| Meeting | M |
Creates a record of a meeting that has been held or for a future meeting. | |
D |
Create a PDF using a template. | ||
| Phone Call | C |
Creates a record of a phone call. | |
| PowerPoint | P |
Creates a PowerPoint Presentation. Can be created using a template. | |
| Report | R |
Creates a Report using Excel, using a report template. This is available for practices on the Elite Plan. |
|
| Excel | S |
Creates a Spreadsheet using Excel. Can be created using a template. | |
|
Image Zipped |
U |
Upload any type of file into FYI. | |
| Web Link | L |
Records a link to a URL, for example to a report held for the client on a different site. | |
| Word | W |
Creates a document in Microsoft Word using a template and stationery preconfigured for your practice. |